680873 Green Ribbon

Thanks for that info. I forgot to mention we have the first bit down, so the original emails are opening a ticket just fine. The problem comes when a Support Rep replies to the email they recieve. I unchecked the "Receive Customer Replies in Case List Only" box in Setup >Support Preferences, and now the Support Rep's…

Unfortunately, we never found a fix for this problem...as NetSuite support didn't see it as a "problem". The cause of the issue is that we were responding to the actual email address, not to the case in NS. So, our workaround for this is the following: 1. Customer emails our support account, a new case is created, and the…

Hi Evan, That info looks great...but could you explain it a little more? I'm not sure I full understand the concept. I've set the summary criteria as suggested, and in the results I've grouped by Contact Name. When I run the Search, I get 0 results. Thanks

Hi Evan, I've removed the extra spaces, and it does return some values. Something's not right though, as it returns more contacts than were included in the original mailing list. I'm still relatively new to NS Searches, so I'll explain what I've done in case I'm missing something: 1) Created a new contact search; 2)…

Actually, I have another quick question related to this: I'd like to add the "Executed On" field to the Search Criteria. I can get that field in the Results, but it doesn't seem to be available on the Criteria tab. Is there a way to get that date? The reason I want that field is because it appears to be the date the…

Sorry for the confusion, it turns out someone had fired off another campaign with the same name....and that was what was throwing off my results. This appears to be what we're looking for. Thanks for the help Evan!

Hi Evan, I've tried a variety of criteria, right now I'm trying this: (Campaign Response: Campaign Event = <title>) AND (Campaign Response: Response is Received AND Campaign Response: Response is none of Clicked Through, Clicked Through) That returns all contacts that have a Response of received, but also includes contacts…

very cool! Thanks for that info, I didn't know that was possible before now. I have it working for Partners, but not Leads. I'm trying ({entitystatus} contains Lead), but whenever I run it i get an error saying it's an invalid field. any ideas?

Thanks for all your help. At this point, I'm not sure if we need a combined list bad enough to do some custom scripting. Seeing as we've never done it before, it may be more than we can chew atm. Is it complicated to do?

For anyone following this thread, I found you can find the ID's for each field by enabling Show Internal IDs in Home > Set Preferences > General Tab > Show Internal ID checkbox. When you view the field and click the field name to bring up the help box, the ID is shown in the bottom corner.

when I try {status} I get an error message saying "Your formula has an unrecognized field in it. Please go back and correct the formula and resubmit." Do i have to enable something first? Is there a list of all these fields somewhere that I can lookup, or do you guys just know them from experience?

hmmm, this is a good idea, but I'm not sure it will work in this scenario. The Status field is crucial to these searches, and I don't have that option to select in the criteria or the results tabs. Is there a way to specify Partner or Lead when you're using an Entity search?

Thanks for that info guys. I'll do a search for that feature request and put a vote on it. I'll also try out the {fieldname} stuff and see how it goes!

Unfortunately, that didn't work. I tried using "Number" and setting it "empty", but that doesn't work either. Both those settings return No Results, not the contacts that don't have a campaign associated yet.

Just an update on this: It turns out that this is not currently possible. If anyone's interested please vote on Enhancement 124074 that will address this issue. Thanks!

I've been tinkering with this, and I have a customer search that has the email message, subject, addressess, etc returned in the results. I've added filters for Company, Contact, and Opportunities, and we can use the Search Form to look for these messages. The results are grouped by Company Name, Contact Name, and…

We never found a solution to this, but if you do, please fill us in!

Hi Oliver, This is exactly what I was looking for - I've been able to add the buttons as I wanted to another subtab and it works well. Thanks for your input!

Thanks for pointing that out, I had read it earlier but didn't quite understand how to make that change. Is there a Task record I can edit?

We've decided that the duplicate detection option may cause some problems in our systems. We're going to spend more time organizing all our information into the CSV's, and hopefully get things imported in one big swoop instead of small steps. That enhancement is perfect; my vote's been added already! Thanks for your help

Hi Pete, Interesting. Would that script run during an import, or would it only run when you manually add a Contact? Thanks, Jordan

That sounds like it may do the trick. I'll have to brush up on the duplicate detection settings, but this sounds promising. Thanks for your insight!

Cool tip! Now I just need to learn the NS scripting.... Originally we thought this wouldn't be a big deal, but now that I'm doing a couple practice runs, it's getting hairy fast! I'm going to skim through the Help docs to learn the syntax, but if anyone knows of better documentation place, please let me know. thanks!

I agree. This is impractical, as the address in that field is probably a grouped/general email account and probably includes people that don't care about the CSV import status. It would be nice if there was a way to specify another email address to send the Import results to, either in the import process/steps or just use…

Ok, is the script difficult to write? Are there any good resources for scripting like this? Thanks, Jordan

for further info: I checked int he Currency List, and "Is Base Currency" is set to Yes for GBP. This value shows up inline, and can't be changed.

Thanks for the info Andrew. Having both of those fields in the form seems unnecessary for our company, as they both seem to give similar options which just clutter up the form.

So there's a possibility that if we create a search now and it runs fine, down the road it may stop working in the GUI? The searches I'm working on that brought up this question will be run on a schedule anyways, so that's not a problem at all. Is the timeout a webserver type timeout, or does NetSuite have its own timeout…

Thanks everyone. Does anyone know if Partner syncing is on the list of features to be added to the app? Kind regards, Jordan

Thanks for the input guys. It's funny, but I was in the process of trying to make a custom field to pull the value of the External ID. I have it setup like you mentioned, but after I do an import the new Custom ID field is blank still. When I look at the Customer's External ID field in a saved search, the numbers are…